Sales Hub Implementation
**Client:** Location HQ
**Service Period:** August 16, 2024 – April 3, 2025
**Service Provided:** Implementation of HubSpot Sales Hub
**The Challenge:**
Location HQ is a prominent UK platform focused on sourcing and managing distinctive locations for film, TV, photography, and brand engagements. As their client base, production companies, and partnerships rapidly expanded, managing sales via spreadsheets, manual emails, and fragmented communication became increasingly difficult. The team required a modern, centralized CRM to enhance lead management, minimize communication delays, and ensure consistent follow-ups on valuable opportunities. To tackle this, they sought to upgrade to HubSpot Sales Hub, engaging MarkeStac to facilitate the process.
**The Solution:**
We initiated our work by analyzing the specific workflows of Location HQ, ranging from scouting inquiries and property presentations to production bookings and follow-ups. Our strategy included:
- **Custom Sales Pipeline Configuration:** We developed multiple sales pipelines tailored to Location HQ’s offerings, which encompassed location sourcing, booking requests, and long-term production partnerships.
- **Lead Routing & Assignment Rules:** We established automated lead routing based on factors like property type, production scale, and location, which ensured quicker and more efficient follow-ups.
- **Sales Automation Setup:** We set up sequences for follow-up emails, reminders for open deals, and created internal tasks for sales representatives.
- **Sales Email & Call Integration:** We enabled the logging and tracking of all email interactions and integrated calling features for a cohesive communication history within each deal.
- **Custom Dashboards & Reporting:** We created dashboards to monitor lead sources, conversion rates, sales cycle duration, and representative performance, providing real-time insights for leadership.
- **Team Training & Handover:** We trained the entire Location HQ sales team on HubSpot best practices, tools, and daily workflows to foster effective CRM usage.